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Foreword vii

Behavioral Finance (BF)

Study Session 1: Behavioral Finance 1

Capital Market Expectations (CME)

Study Session 2: Capital Market Expectations 15

Asset Allocation and Related Decisions in Portfolio Management (AA)

Study Session 3: Asset Allocation and Related Decisions in Portfolio Management 33

Derivatives and Currency Management (DR)

Study Session 4: Derivatives and Currency Management 55

Fixed Income Portfolio Management (FI)

Study Session 5: Fixed Income Portfolio Management (1) 85

Study Session 6: Fixed Income Portfolio Management (2) 99

Equity Portfolio Management (EQ)

Study Session 7: Equity Portfolio Management (1) 119

Study Session 8: Equity Portfolio Management (2) 133

Alternative Investments for Portfolio Management (AI)

Study Session 9: Alternative Investments for Portfolio Management 149

Private Wealth Management (PWM)

Study Session 10: Private Wealth Management (1) 171

Study Session 11: Private Wealth Management (2) 193

Portfolio Management for Institutional Investors (PM)

Study Session 12: Portfolio Management for Institutional Investors 207

Trading, Performance Evaluation, and Manager Selection (TPE)

Study Session 13: Trading, Performance Evaluation, and Manager Selection 219

Cases in Portfolio Management and Risk Management (CAS)

Study Session 14: Cases in Portfolio Management and Risk Management 251

Ethical and Professional Standards (ET)

Study Session 15: Ethical and Professional Standards (1) 265

Study Session 16: Ethical and Professional Standards (2) 327

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